Practice

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

It turns out that these principles aren’t limited to investment strategies.

Demystifying COLA and maximum earnings subject to tax increases.

Many pension plans are facing financial woes, with many of them reducing pension payouts to their beneficiaries.

Demystifying COLA and maximum earnings subject to tax increases.

Four reasons why this is critical when helping clients with retirement.

Clients who want to reduce their expenses during retirement may want to move to a state that doesn’t tax these government benefits.

The new recruits previously generated $1.5 million in annual revenue at UBS, according to the regional brokerage firm.

Underestimating longevity is one of the blunders that clients should be careful not to make.